capex
30 articles about capex in AI news
Morgan Stanley: Top 5 Cloud Capex to Hit $1.2T, Quadruple Compute by 2028
Morgan Stanley forecasts top 5 cloud capex to hit $1.2T in 2027, $1.4T by 2028, with compute power quadrupling.
CNAS Report: AI Hits Silicon Wall as Chip Supply Trails $700B CapEx
CNAS report warns semiconductor manufacturing cannot keep pace with AI demand as hyperscalers plan $700B+ CapEx in 2026. Silicon replaces power as the near-term constraint.
Meta Cuts 8,000 Jobs to Fund $145B AI Capex in 2026
Meta cut 8,000 jobs as Zuckerberg says $145B 2026 AI capex is crowding out headcount. Revenue grew 33% YoY to $56.31B.
Google Opens TPU Sales to Select Customers, Raises Capex Forecast
Google sells TPUs to select customers, raising capex forecast for Q1 FY2026, monetizing in-house chips beyond Cloud.
Hyperscalers' $90B+ Quarterly Capex Shows AI Demand Outstrips Supply
Amazon, Google, Meta spent $90B+ quarterly on AI infra; Google Cloud backlog hit $460B. Demand outstrips supply, pre-selling capacity not yet built.
TSMC's $56B 2026 CapEx Fuels AI Chip Race with 22 New Fabs
TSMC is constructing up to 22 advanced semiconductor fabs simultaneously, backed by a $52–56 billion capital expenditure plan for 2026. This unprecedented manufacturing scale is critical for producing the 2nm-and-below chips required by next-generation AI models.
Amazon Issues Canadian Bond to Fund $200B AI Data Center Buildout
Amazon issued Canadian bonds to fund its $200B AI data center plan, exploiting lower Canadian interest rates. The move diversifies funding as hyperscaler capex race intensifies.
CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power
CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.
AI Data Centers Face 4-Year Post-Approval Delays, PJM Data Shows
PJM data shows AI data centers face 4-year post-approval delays, longer than the queue, threatening $700B CapEx plans.
Amazon Employees Inflate AI Token Use to Hit Internal Targets
Amazon employees inflated AI token consumption to meet internal usage targets requiring 80% weekly AI tool use, following similar gaming at Meta and Microsoft. The practice distorts demand signals against $700B combined capex.
Meta Deploys AI Agents to Automate Hyperscale Performance Tuning
Meta deployed unified AI agents to automate hyperscale performance optimization, aiming to reduce manual tuning and costs amid a $145B AI capex push.
The $500B AI Chip Bottleneck: One Material, One Supplier
A single Japanese chemical company supplies 98% of the thin-film material used in every AI chip on earth. NVIDIA is paying half the capex to expand supplier fabs as lead times stretch past 6 months.
AI Datacenter Spend Hits 5-7 Manhattan Projects Yearly at $250-300B
Inflation-adjusted global datacenter CapEx reaches $250-300B annually, equivalent to 5-7 Manhattan Projects per year. This quantifies the unprecedented infrastructure investment driving the AI boom.
Crusoe, Lancium Build 1GW Texas AI Campus, Sidestepping Grid
Crusoe and Lancium announced a 1.0 GW AI data center campus in Texas, using gas-powered modules and grid-balancing software to bypass interconnection queues.
Meta Expands Hyperion to 5GW, Louisiana Tab Tops $50B
Meta expanded Hyperion to 5GW, pushing Louisiana investment past $50B with $1B in local infrastructure, per Tom's Hardware.
Tencent in Talks for Majority Stake in Manus at $2B After Meta Deal Blocked
Tencent is buying a majority stake in AI agent startup Manus at $2B valuation after Beijing blocked Meta's acquisition. Manus reported ~$500M annual revenue.
Meta Iris AI Chip Production May Start September – Report
Meta could produce Iris AI chip in September 2026 for data center inference, per report. Reduces NVIDIA reliance.
Meta Muse Spark 1.1 Debuts in AI Coding Battle; Zuck Post Hits 12M Views
Meta released Muse Spark 1.1 for agentic coding tasks. Zuckerberg's post got 12M views in 12 hours; no benchmarks disclosed.
BofA Lends OpenAI $520M Ahead of Delayed IPO
BofA lent OpenAI $520M ahead of its IPO, now delayed to 2027. First bank loan for the $40B+ funded AI leader signals lender confidence.
Lightmatter Photonics Joins Nvidia NVLink Fusion for AI Interconnects
Lightmatter joins Nvidia NVLink Fusion with photonic interconnects. Nvidia Kyber rack delayed to 2028.
Oracle Warns AI Data Center Splurge May Not Pay Off
Oracle warned AI data center spending may not pay off, a rare admission from a hyperscaler that challenges the $200B+ industry buildout narrative.
MirrorCode Benchmark Costs $2,600 Per Run, Challenges AI Coding Limits
Epoch AI and METR launched MirrorCode, a $2,600-per-run coding benchmark. Claude Opus 4.7 leads with 56% solve rate.
SemiAnalysis: US behind-the-meter datacenter could hit 40GW+ by 2028
SemiAnalysis projects 40GW+ behind-the-meter datacenter capacity by 2028 as grid delays push 50%+ of new builds off-grid.
AI Data Center Scale Doubles Every 7 Months, Epoch Finds
Epoch AI finds AI data center scale doubles every 7 months, driven by Google, Microsoft, and Amazon investments. This accelerates beyond the earlier 12-month cycle, raising training cost projections to $10 billion by 2028.
AI Infrastructure Hit $300B in 2025, Forecast to Exceed $520B by 2030
AI infrastructure spending hit $300B in 2025, up 60.1% YoY, and is forecast to exceed $520B by 2030, with sovereign AI emerging as the fastest-growing segment.
Nvidia Raises $20B in Bond Sale, Joins AI Debt Wave
Nvidia raises $20B in bond sale, first since 2021. Joins AI debt wave as hyperscalers borrow heavily for infrastructure.
MLCC Shortage Threatens AI Server Ramp: Prices Hiking, Lead Times Stretching
MLCCs, cheap components stabilizing voltage in AI servers, face supply crunch as demand grows ~5x by CY27. Lead times stretch, prices hike, new lines take 2 years.
DeepSeek Raises $6.9B at $48-55B Valuation, Opens to Outside Capital
DeepSeek raising ~$6.9B at $48-55B valuation in first external funding round, as it tops Ramp's US business spending index with enterprises switching from OpenAI/Anthropic.
ByteDance Builds In-House AI CPUs for TikTok-Scale Agent Inference
ByteDance builds custom AI CPUs for inference at TikTok scale, targeting scarce server supply. The move signals agent workload shift from training to inference hardware.
Tariffs Threaten $200B AI Data Center Buildout, CSIS Warns
CSIS warns tariffs could raise AI data center costs 20-30%, threatening $200B US hyperscaler buildout through 2028.